diff --git a/docs/CHAT_BOT_CAPABILITY_AUDIT.md b/docs/CHAT_BOT_CAPABILITY_AUDIT.md
index 6f14593..8b062d3 100644
--- a/docs/CHAT_BOT_CAPABILITY_AUDIT.md
+++ b/docs/CHAT_BOT_CAPABILITY_AUDIT.md
@@ -22,7 +22,7 @@ Current maturity estimate:
 | Realtime web integration | `85-90%` | Socket-driven state and health flows are implemented and tested. |
 | Trade Plans automation | `85%` | Buy/exit automation, portfolio linkage, lifecycle toasts, and setup history are in place. |
 | Reconciliation / ops | `75-80%` | Strong operational depth exists, but manual-review and quarantine paths are still prominent. |
-| Chat / AI assistant | `75-80%` | Real assistant now handles profile generation, runtime explanations, and guided next actions, but it is not yet a full end-to-end execution/remediation copilot. |
+| Chat / AI assistant | `80-85%` | Real assistant now handles profile generation, runtime explanations, guided next actions, route-aware quick links, trade-plan recommendations, reconciliation follow-up, and recent-trade review, but it is not yet a full end-to-end corrective automation copilot. |
 | Overall product maturity | `75-80%` | The product is functional and substantial, but not yet “quiet”, fully unified, or deeply assistant-driven. |
 
 ## What Exists Today
@@ -134,18 +134,25 @@ Implemented behavior includes:
   - main blocker
   - reconciliation summary
 - guided `nextActions` in assistant responses
+- route-aware `quickLinks` into:
+  - Portfolio
+  - Trade Plans
+  - Settings/Admin Panel
+- trade-plan recommendation intent for live holdings
+- reconciliation follow-up recommendation intent
+- recent-trade review intent for closed trade performance
 - profile-tuning recommendation flow with a reusable apply path
 - draft editing and apply flow in the UI
 - quick actions for common profile prompts
 
 Conclusion:
 
-- this is a real assistant workflow
-- but it is still mostly “profile configuration assistant”, not a broad product copilot
+- this is now a real runtime copilot, not only a profile generator
+- the remaining gap is deeper corrective/remediation automation and richer shared reasoning
 
 ## Major Gaps
 
-### 1. Chat is not yet a full portfolio / execution / reconciliation action copilot
+### 1. Chat is not yet a full corrective execution / reconciliation copilot
 
 Current state:
 
@@ -157,11 +164,16 @@ Current state:
   - reconciliation state
 - chat can now recommend:
   - concrete safe next actions
+  - route-aware in-app follow-up destinations
   - a profile change draft when tuning is the most likely next step
+  - a Trade Plan follow-up for a live holding
+  - a reconciliation follow-up path
+  - a recent-trade review summary
 - chat is not yet deeply integrated into:
-  - trade-plan creation/editing directly from assistant reasoning
-  - post-trade review / journaling
-  - one-click remediation flows beyond profile updates
+  - direct Trade Plan creation/editing mutations from assistant reasoning
+  - reconciliation repair actions beyond navigation/guidance
+  - deeper post-trade journaling / coaching
+  - unified explanation logic shared across all product surfaces
 
 Impact:
 
@@ -169,7 +181,7 @@ Impact:
 
 Priority:
 
-- highest
+- highest, but substantially improved from the previous audit
 
 ### 2. Explanation surfaces are still shallow